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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,104 | $160,070-79.9% | $147,117-78.2% | $145,897-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.77% | 98.69%-80.9pp | 420.54%-402.8pp | 552.29%-534.5pp |
| Employer contribution / active EE | $3,424 | $5,285-35.2% | $4,932-30.6% | $4,663-26.6% |
| Participant deferral / active EE | $8,137 | $8,419-3.4% | $8,065+0.9% | $6,689+21.6% |
| Admin fee / account holder | $203 | $15,035-98.7% | $12,993-98.4% | $13,390-98.5% |